Visit website

Your development partner

Oktana is a leading AI consulting and Salesforce Summit Partner serving companies across the United States. We specialize in AI-enabled cloud development, multi-cloud architecture, and enterprise digital transformation.

We help organizations modernize complex CRM and cloud ecosystems by embedding artificial intelligence, intelligent automation, and scalable infrastructure directly into their operations. Our approach transforms siloed systems into unified, high-performance environments built for long-term growth.

As a full-stack consulting and engineering firm, Oktana designs, implements, and optimizes enterprise systems across Salesforce, AWS, and modern cloud platforms. We focus on architectural clarity, operational efficiency, and scalable technology foundations that support evolving business models.

 

Core Capabilities

AI-Driven CRM & Cloud Transformation

AI-powered CRM implementation and optimization
Intelligent workflow automation and AI agents
Multi-cloud architecture strategy
System modernization and technical debt reduction

Cloud & Data Integration

AWS cloud engineering and AI infrastructure
MuleSoft API integrations and orchestration
Snowflake data architecture and analytics
Secure data migration and platform consolidation

Custom Product & Application Development

Full-stack development (React, Node.js, Python, JavaScript)
Mobile application engineering
Heroku-based scalable platforms
Cloud-native, AI-enabled enterprise applications

 

How We Support Clients

Strategic Consulting
System audits, architecture assessments, and AI readiness planning

Seamless Integration
Data migration, API orchestration, and cross-platform connectivity

Scalable Development
Custom digital products built for multi-region, multi-channel expansion

 

Why Companies Choose Oktana

• Salesforce Summit Partner with deep multi-cloud expertise
• Proven AI implementation within CRM and cloud ecosystems
• U.S.-aligned nearshore delivery model
• Dedicated teams tailored to enterprise and mid-market clients
• Long-term partnerships (4–5 year average engagement)
• Enterprise-grade engineering with boutique agility

Oktana is a trusted AI and Salesforce consulting company in the United States, building intelligent, scalable digital ecosystems for modern enterprises.

United States United States
1116 Smith Street, Charleston, West Virginia WV 25301
+14154497550
$50 - $99/hr
50 - 249
2014

Service Focus

Focus of Software Development
  • Java - 10%
  • PHP - 10%
  • Javascript - 10%
  • AngularJS - 10%
  • Python - 10%
  • Node.js - 10%
  • .NET - 10%
  • Ruby on Rails - 10%
  • ReactJS - 10%
  • C++ - 10%
Focus of IT Services
  • Staff Augmentation - 100%

Oktana's exceptional Other Services services give clients a considerable advantage over the competition.

Focus of Web Development
  • Wordpress - 20%
  • Drupal - 20%
  • Joomla - 20%
  • Sitecore - 20%
  • Squarespace - 20%
Focus of Web Design
  • Website - 100%
Focus of Mobile App Development
  • iOS - iPhone - 50%
  • Android - 50%
Focus of Testing Services
  • Automation Testing - 100%
Focus of Artificial Intelligence
  • Machine Learning - 100%

Industry Focus

  • Information Technology - 70%
  • Healthcare & Medical - 10%
  • Banking - 10%
  • Other - 10%

Detailed Reviews of Oktana

No Review
No reviews submitted yet.
Be the first one to review

Client Portfolio of Oktana

Project Industry

  • Telecommunication - 100.0%

Major Industry Focus

Telecommunication

Project Cost

  • $10001 to $50000 - 100.0%

Common Project Cost

$10001 to $50000

Project Timeline

  • Not Disclosed - 100.0%

Project Timeline

Not Disclosed

Portfolios: 1

Global GSI Partner

Global GSI Partner

  • Global GSI Partner screenshot 1
$10001 to $50000
Not Disclosed
Telecommunication

Oktana collaborated with a leading global systems integrator (GSI) to help their FinTech client implement a complex call center CRM solution using Salesforce.

The FinTech client, an outsourcing and purchasing company for various credit portfolios, primarily engaged with clients through a call center. Their internally built CRM limited productivity and couldn't scale for growth.

Solution: Salesforce Integration for Optimized Call Center Operations

Oktana developed a new call center CRM solution using Financial Services Cloud (FSC) as the core data model, supported by Service Cloud, Sales Cloud, Marketing Cloud, and Experience Cloud, with integrations to Wolkvox CTI and other systems.

Key elements of the solution included:

  • Deployed Salesforce FSC with Household data model, Life Events, and CRM Analytics.
  • Developed affordability calculators for generating payment agreements.
  • Configured a collections process to calculate payment capacity, formalize agreements, and monitor collections.
  • Migrated the decision tree-based scoring system for phone calls into Salesforce using data-driven flows.
  • Deployed Omnichannel functionality for phone, email, chat, and WhatsApp, including WhatsApp Business Bot configuration.
  • Configured Einstein Bots for automated responses and routing complex conversations.
  • Implemented Marketing Cloud for portfolio segmentation and targeted communication via email and SMS.
  • Launched a self-service portal using Experience Cloud for financial tools, billing history, payment information, debt forgiveness options, and support.
  • Integrated Salesforce with internal transaction systems and Wolkvox CTI for predictive dialing.

Results

The Salesforce call center CRM replaced the legacy application, providing a 360-degree customer view. Call center agent productivity increased by over 25% due to the integration with Wolkvox CTI for predictive dialing and other systems, enabling quick data access within Salesforce.

Read the full story: https://oktana.com/success-stories/call-center-deployment-global-gsi-partner/

Web App